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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Assume that these shares were reset today , what would be the

effective dividend on a percentage basis. Thanks BRIAN
Read Answer Asked by Brian on December 09, 2025
Q: I was just reviewing the Balanced Equity Model Portfolio for investment ideas. You show Loblaws with a YTD return of 15.18% as of Nov 30. I believe it is closer to 32%. Metro has a return of about 14%. Why has Metro lagged Loblaws so much for so many years ?
Read Answer Asked by Mark on December 09, 2025
Q: At age of 85 is it worth for me to consider converting my present holdings of 20 diversified ETF's to All-in-One ETf's?
If yes can you give me an idea as to the negative or positive reasons behind this decision and which ones from your blog list that should be considered! All the present holdings are in RRIF and TFSA.
Thank you for taking the time for your reply & Merry Xmas!
Read Answer Asked by Terry on December 09, 2025
Q: Hi, I noticed that the market model still says the last update was for Oct 2025. Is there a schedule for updates?

Thanks,
Andrew.
Read Answer Asked by Andrew on December 09, 2025
Q: Hi 5i team,

I would like to hear your take on these three points:

1. AI is a low margin business like energy/manufacturing

The idea is that, unlike software, AI has high marginal costs per query. Serving 100M queries costs roughly 2x as much as 50M. So as models get more complex, computing costs (electricity and water)scale up linearly. Doesn't this trap AI companies in a CAPEX-heavy, OPEX-intensive, and low-margin game instead of the high-margin SaaS story everyone's betting on?

2. Anthropic has a better business model than OpenAI

OpenAI relies heavily on consumer subscriptions (ChatGPT Plus), which are volatile. Anthropic gets 80+% revenue from enterprise/API deals much stickier. So Anthropic's actually in a stronger position long term?

3. $1 trillion OpenAI IPO doesn't make sense

Above reasons plus they're burning $14B+ annually by 2027, mostly going to Microsoft for cloud credits. Plus, the circular logic of their investors funding startups that buy OpenAI credits. Sounds like WeWork all over again?

Best,
Matt
Read Answer Asked by Matt on December 09, 2025
Q: Are dividends paid by Canadian limited partnerships to Canadian shareholders eligible for the Canadian dividend tax credit?
Read Answer Asked by James F on December 09, 2025
Q: Would you purchase these etf's today at these levels?How much upside do you see for each of them?
Thank you
Read Answer Asked by John on December 09, 2025
Q: Everyone, in the next three to six months what should we be worrying about? Clayton
Read Answer Asked by Clayton on December 09, 2025
Q: Nextera Energy (NEE) released a lot of information today! The new partnership with Google sounds good with NEE building the power plants to power Google’s new data centers. I think the new power contract with Meta is also good and the new natural-gas-fired plants are needed. But NEE is spending big dollars and is pulling back on dividend growth in 2027. Would you be able to share your thoughts and concerns with NEE’s plans? Would you add shares today? Or would you prefer to invest in companies winning the contracts to do the actual builds? Thank you.
Read Answer Asked by Kim on December 09, 2025
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